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SCS Capital Management’s iShares Gold Trust IAU Stock Holding History

SCS Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Sell
26,889
-93
-0.3% -$7.89K 0.02% 216
2026
Q1 		$2.38M Sell
26,982
-177
-0.7% -$16.2K 0.03% 192
2025
Q4 		$2.2M Buy
27,159
+18,601
+217% +$1.45M 0.02% 206
2025
Q3 		$623K Buy
8,558
+44
+0.5% +$2.87K 0.01% 348
2025
Q2 		$531K Buy
8,514
+834
+11% +$51.7K 0.01% 377
2025
Q1 		$453K Buy
+7,680
New +$415K 0.01% 371

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SCS Capital Management's IAU Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Gold Trust (IAU) stake by 0.34% in Q2 2026, selling an estimated $7.89K and leaving 26,889 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #216.

SCS Capital Management first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SCS Capital Management held 26,889 shares of iShares Gold Trust worth $2.03M as of Q2 2026.
  • SCS Capital Management sold 93 iShares Gold Trust shares in Q2 2026, an estimated $7.89K.
  • iShares Gold Trust made up 0.02% of SCS Capital Management's portfolio in Q2 2026, its #216 holding.
  • SCS Capital Management first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • SCS Capital Management's iShares Gold Trust position peaked at $2.38M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.